Filed December 16, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,065 | $81,537-3.0% | $149,718-47.2% | $69,631+13.5% |
| Participation rate | 89.8% | 86.1%+3.6pp | 87.1%+2.7pp | 70.7%+19.1pp |
| Annual return | 23.73% | 22.79%+0.9pp | 1501.63%-1477.9pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $1,918 | $3,239-40.8% | $5,445-64.8% | $2,032-5.6% |
| Participant deferral / active EE | $3,972 | $4,994-20.5% | $6,569-39.5% | $3,224+23.2% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |